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Instantly

The Instantly connection gives Milo context from your campaigns, leads and replies. Use it to review a particular outreach effort and prepare the next decision with the original records close at hand.

Connect Instantly

Create an API key in Instantly under Settings → Integrations → API keys. Open Connections in the Milo app, select Instantly, and enter the key in the connection form. Check that the key belongs to the intended workspace and has access to the information you need. Do not share it in a prompt or exported report.

Triage a campaign

Look at replies for the product-demo campaign this week. Separate questions needing an answer, positive responses and requests for no further contact. Link each conclusion to its source and draft a short review list.

Use a campaign name or identifier and a clear date range. A lead appearing in a campaign is not proof that a message was delivered or that the person replied.

Verify the next step

Inspect the underlying reply before assigning follow-up work. Milo's connection card documents visibility into these records; it does not by itself promise campaign launch or message sending. State explicitly when you want analysis or a draft, and verify any later authorized action separately.

References
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